Related Manuals for Allpay cashless
Summary of Contents for Allpay cashless
- Page 1 Cashless Cashless EPoS Terminal User Guide The affordable cashless payments system...
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Page 2: Table Of Contents
Cashless - <publication number or title> Contents Page What is allpay Cashless? ....................5 How it works ........................5 Account ................................5 Making a Payment at the EPoS Terminal ......................5 Managing and Making Payments Online ......................6 Cashless Management Web Portal ........................6 Cashless Back Office ............................6... - Page 3 Cashless - <publication number or title> Refund Transaction ............................14 Refund by Re-running the Transaction ........................14 Failed Payments ............................14 Managing Accounts ............................15 Account Enquiry ................................ 15 Crediting an Account ..............................15 Free School Meal Allowances ........................16 Creating a Free School Meal Allowance Token ......................16 Managing Customers ......................
- Page 4 Cashless - <publication number or title> New Customer ...............................32 Wastage ..........................32 Marking Food as Wastage ..........................32 Appendix ..........................33 File Format ..............................33 Frequently Asked Questions ........................35...
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Page 5: What Is Allpay Cashless
Cashless - <publication number or title> What is allpay Cashless? allpay Cashless is a quick, cost effective system for the collection of payments towards any item including but not limited to; school dinners, uniform sundries and trips. allpay Cashless provides the Guardian with the ease of paying for products or services without cash changing hands, either at the EPOS (Electronic Point of Sale) terminal or within the premises where the funds are collected. -
Page 6: Managing And Making Payments Online
Cashless - <publication number or title> Biometric technology in the allpay Cashless system allows pupils to be identified by a single unique fingertip. When using biometrics, no register of fingertips is kept and it is impossible to reconstitute a fingertip from the information stored. - Page 7 Cashless - <publication number or title> Figure 1 – Till illustration Power Display Touch Screen Swipecard Reader Adjustable Stand Optional devices that may be connected to the EPoS terminal include: Biometric Scanner All connections including mains power, network and the optional devices listed above are made through the External Input Panel.
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Page 8: Power Supply Connection
Cashless - <publication number or title> Power Supply Connection The allpay Cashless EPoS terminal requires a standard UK 240V power source. To connect the power cable to the unit, follow the instructions below: Ensure the internal lead is connected to the Power In Socket... -
Page 9: Power Off
Receiving your EPoS Terminal Logon Account Each new client will be supplied with a single “Manager” account by allpay Limited. This account contains permissions to perform all tasks within the allpay Cashless EPoS terminal. -
Page 10: Server Log-Off
Cashless - <publication number or title> On successful sign-in to the EPoS, the user will be taken to their default till map. If unsuccessful, the user must re-enter their PIN. Important: A required window titled Identify will appear for the Biometrics reader (if installed); this window... -
Page 11: Sales
Choose to proceed with the Cash-up Process Sales Upon logging into the allpay Cashless EPoS terminal, a user may process a transaction on behalf of the customer. The transaction process has been designed for flexibility and convenience. Product Selection Log into the EPoS terminal (see... -
Page 12: Pay Using Biometric Identification
Cashless - <publication number or title> Depending on the status of the pupils account an Indicator code may be displayed in the payment window. The possible codes are: E = Emergency Meal S = Credit Limit M = Free School Meal... -
Page 13: Pay Using Cash
Pay. Using the onscreen keyboard, enter the cash tendered followed by Accept. Note: Although allpay Cashless is primarily a cashless system, the functionality to accept cash remains. The use of this function is entirely at the discretion of the user. -
Page 14: Refund Transaction
Cashless - <publication number or title> Refund Transaction A full transaction or a part transaction refund can be made after the transaction has been made. Refund by Re-running the Transaction Enter the Product items to be refunded, in this example there are three products to be refunded... -
Page 15: Managing Accounts
Cashless - <publication number or title> Managing Accounts Account Enquiry A Staff Member, Pupil or Guardian may need to know what the current balance is on the account; in addition other details such as credit and daily spend can be checked. An account enquiry can also produce a detailed statement going back a maximum of three months. -
Page 16: Free School Meal Allowances
Free School Meal Allowances This feature can be amended within the Cashless System, and is set up for your organisation, but there may be reason to amend the details. The Cashless system uses a token, which is created, and allocated to pupils account. -
Page 17: Managing Customers
Cashless - <publication number or title> A FSM can exclude specific day(s) of the week. Choose Accept to save the process Managing Customers Assign Biometric Identification Using biometric technology, pupils scan a fingertip to identify themselves. The advantage is that the pupil need not carry any additional forms of identification that could be lost or misused. -
Page 18: Restarting The Biometrics Reader
Cashless - <publication number or title> Close the Biometric module when the process is completed Note: The Biometric reader module MUST be re-run after this procedure; the following section will demonstrate this Restarting the Biometrics Reader Under certain circumstances the Biometrics Reader will need restarting... - Page 19 Cashless - <publication number or title> Choose Install Accept the default of USB 0 Choose Next Next Choose Finish Check to ensure that the Installed column now displays for the Fingertip Reader, choose Exit select Home to return to the main EPoS screen.
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Page 20: Epos Terminal Configuration
Cashless - <publication number or title> EPoS Terminal Configuration The allpay Cashless EPoS terminal is fully configurable from products and prices, to the colour scheme and button layout. Managing Products The EPoS Till consists of two main elements, a Till Map and Sales Items (PLU). Sales Items can be freely placed on a Till Map and there can be several Till Maps assigned to different tills. - Page 21 Cashless - <publication number or title> Choose the PLU Details Enter a Description for the item e.g. Thick crust pizza Enter a Sales Price for the item and ensure that the VAT is set to the correct level Choose the...
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Page 22: Editing An Existing Product
Till Map Management The till maps on the Cashless system can be fully customised by the end user to satisfy their requirements. A Till map is a design template upon which menu items and functionality buttons are placed for use by the Till Operator. -
Page 23: Creating A New Till Map
Cashless - <publication number or title> Creating a New Till Map From Home screen choose Functions Supervisor Choose Data Admin At the Data Administartor Menu choose the Touch Map Designer Existing Maps are located here. The default Map for this log-in session is indicated by... -
Page 24: Adding A Food Item
Cashless - <publication number or title> Important: When populating a newly created map consideration should be given to the design and placement of these buttons, it is best to keep the layout as simple and easy to use as possible, it is suggested that the food items and functions are kept separate. -
Page 25: Editing An Existing Till Map
Cashless - <publication number or title> Tip: The most commonly used buttons used will be found in the Allpay group. Select the function to be assigned to the button and choose Select, the button will now appear on the map. -
Page 26: Creating A Payment Voucher
Cashless - <publication number or title> Creating a Payment Voucher A voucher payment can be used for instances where a meal needs to be provided but there is no meal account. A voucher payment will still be accounted for on the system. Examples of this are:... -
Page 27: Stage 2 - Assign The Voucher To The Till Map
Cashless - <publication number or title> Stage 2 – Assign the Voucher to the Till Map From Home screen choose Functions Supervisor Choose Data Admin At the Data Administartor Menu choose the Touch Map Designer Access the till map that will include the Voucher and choose... -
Page 28: Report Layout
Cashless - <publication number or title> Report Layout Reports are definable by differing criteria and can be set for a defined date range Ensure that the Select results button is selected, this will display a value. If the value is zero there is no... -
Page 29: Data Management
Data Management One of the key features of the allpay cashless system is the ability to bulk load and export key data files, this includes: MIS (Management Information System) data... -
Page 30: Pupil/Guardian Data Import
This will upload any new transactions on to the Allpay system Upload Account This will upload any local changes only from the EPoS system to the Allpay system Synchronise Groups and Swipecards This will synchronise the Group (year and forms) from the allpay Cashless Management site Synchronise All This will synchronise all accounts and changes with the Allpay system. -
Page 31: Error Log File Report
Cashless - <publication number or title> Only select Permanently Remove Accounts not Included in Load File if existing details are to be deleted, as would be the case with the leavers and year progression procedure Important: By selecting this option you will permanently remove accounts from the system that aren’t included in the file being loaded. -
Page 32: New Customer
Cashless - <publication number or title> The error log file will always be found in the path of C:\sqltill, ensure from the date modified column that the correct file has been located. If the ImportSIMSLog.txt file cannot be e-mailed from the till, then the file must be saved to a secure network location or a secure encrypted removable device, a USB memory device would be suitable. -
Page 33: Appendix
Cashless - <publication number or title> Enter the unsold items (see section Production Selection) From the Functions menu choose Wastage Accept the confirmation message Appendix File Format The MIS data load process requires that a specified format for the file, the file must be in a CSV (comma separated... - Page 34 Cashless - <publication number or title> Street Char District Char Char Town County Char Char Meal arrangements Dietary needs Char Relationship Char Required field – must be populated Guardianal Char responsibility Surname Char Required field – must be populated...
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Page 35: Frequently Asked Questions
A: Yes, simply log on to www.allpayments.net to view the current account balance Telephone and email support is available from allpay during office opening hours. Office opening hours are 8:30am to 5:30pm Monday to Friday. Please call 0844 381 9230 or email cashless.support@allpay.net... - Page 36 Cashless The complete cashless payments system 0844 557 8327 enquiries@allpay.net www.allpay.net Call email or visit Fortis et Fides Whitestone Business Park Whitestone Hereford HR1 3SE ISO certification relates to the audit of our registered company address ©allpay2014 Printed by allpay Print & Design...
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